The Financial Planning profession has seen a major drop in confidence over the past two years, according to the Financial Planning Today annual reader survey.
Read more ...Planner Casebook: Helping a HNW client with £10m windfall
- Sunday, 01 October 2023
- Articles

Robin Melley, Chartered Financial Planner and founder of Matrix Capital in Shropshire, shares how he helped a retiring CEO with a £10m windfall in the latest edition of Financial Planning Today magazine.
Read more ...STM profits down amid extended takeover talks
- Thursday, 28 September 2023
- Articles

SIPP provider STM has reported half year, pre-tax profit down by £400,000 as negotiations over a takeover bid for the group are extended again.
Read more ...Insurer launches tailored PI for Planner firms
- Thursday, 28 September 2023
- Articles

New insurance provider BareRock has launched tailored professional indemnity insurance for Financial Planners and other FCA-regulated advice firms.
Read more ...Quilter to add Jersey-based international Planning proposition
- Thursday, 28 September 2023
- Articles

Discretionary wealth manager Quilter Cheviot is to launch a Financial Planning proposition for international clients from its Jersey office.
Read more ...Pension transfer scam warnings down due to annuity rise
- Thursday, 28 September 2023
- Articles

The number of pension transfer requests in August that triggered a 'red flag' scam warning fell by 7% to 86%, according to data from XPS Pensions Group.
Read more ...Old Mill adds Chartered Planner to wealth team
- Thursday, 28 September 2023
- Articles

South west Financial Planning and accountancy firm Old Mill has added Chartered Financial Planner Tim Blowers to its wealth management team.
Read more ...Compliance consultant warns about retirement income advice
- Friday, 29 September 2023
- Articles

Financial Planning firms need to assess their retirement income advice in advance of the FCA’s impending review of the retirement income market, a compliance firm has warned.
Read more ...Calls for radical rethink of retirement planning
- Friday, 29 September 2023
- Articles

Pensions and retirement provider Aegon has called for the Government, employers and pensions industry to work together to rethink life after 50.
Read more ...FCA bans 2 advisers over £42.3m pension transfer advice
- Thursday, 28 September 2023
- Articles

The Financial Conduct Authority has banned Darren Reynolds and Andrew Deeney of Active Wealth Limited for dishonest pension transfer advice.
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